Smart Money Radar / Whales / Cathie Wood
C

Cathie Wood

ARK Investment Management LLC · Holdings as of Jun 30, 2023, filed by Aug 15, 2023 · US long stock positions only

Disruption maximalist. The crowd's favorite bull market.

Reported value
$15B
60 positions shown
Copycat since 2016
3.38x
13% per year
vs SPY
behind
SPY 3.57x same window
Top position
TSLA
8% of book

Copying these filings vs SPY

$1 at every deadline since 2016
SPY 3.57x Cathie Wood 3.38x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Jun 2023
TSLA 8% COIN 6% PATH 5% ROKU 5% XYZ 5% ZM 5% EXK 4% SHOP 4% U 3% TDOC 3% DKNG 3% TWLO 3% CRSP 3% NTLA 3% RBLX 2%
Top 15 positions shown, 63% of the book; 207 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
TSLA $1.3B 8% trimmed
COIN $867M 6% added
PATH $800M 5% added
ROKU $765M 5% trimmed
XYZ $714M 5% added
ZM $710M 5% trimmed
EXK $672M 4% trimmed
SHOP $573M 4% trimmed
U $518M 3% trimmed
TDOC $515M 3% unchanged
DKNG $480M 3% trimmed
TWLO $448M 3% added
CRSP $412M 3% trimmed
NTLA $388M 3% trimmed
RBLX $376M 2% added
PACB $354M 2% trimmed
HOOD $319M 2% unchanged
unlisted $316M 2% added
BEAM $268M 2% trimmed
PD $233M 2% added
VCYT $199M 1% trimmed
SDGR $176M 1% trimmed
TXG $174M 1% trimmed
TWST $142M 1% trimmed
TER $131M 1% added
NVDA $125M 1% trimmed
GBTC $112M 1% trimmed
PLTR $105M 1% new
KTOS $104M 1% added
TRMB $103M 1% added
IONS $99M 1% trimmed
unlisted $97M 1% added
IRDM $96M 1% added
unlisted $77M 1% unchanged
ADPT $70M 0% added
AVAV $61M 0% unchanged
META $57M 0% new
CDNA $56M 0% trimmed
ARCT $55M 0% trimmed
MELI $52M 0% trimmed
CERS $51M 0% trimmed
DE $47M 0% trimmed
GLBE $44M 0% trimmed
KMTUY $42M 0% unchanged
VRTX $41M 0% trimmed
VEEV $40M 0% trimmed
ACHR $38M 0% added
DDD $37M 0% added
ADYYF $37M 0% unchanged
unlisted $36M 0% added
PRME $36M 0% added
unlisted $35M 0% trimmed
RXRX $35M 0% added
unlisted $33M 0% added
INTU $33M 0% unchanged
VUZI $33M 0% unchanged
BILL $32M 0% unchanged
unlisted $32M 0% unchanged
GENI $31M 0% unchanged
NU $31M 0% trimmed
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.